Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach?
Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for a Client Service Administrator.
You will be providing administration support to the Corporate Financial Planners and assisting the team with day-to-day client administration, whilst delivering excellent service
This is a fantastic opportunity to kickstart your commercial career, by joining an organisaiton that offers long-term development.
DAY TO DAY:
* Point of contact for all incoming calls and emails from our clients, product providers, and Corporate Financial Planners.
* All correspondence coming in and out of the department is to be professional and friendly.
* Complete data requests in a compliant manner.
* Make sure CRM records are up to date and managed.
* Request data from providers as and when required.
* Produce reports when required.
* Process new business applications on third-party sites.
* General office administration duties, including filing, scanning, and dealing with post.
WE WOULD LOVE TO SEE:
1. Strong experience using MS Office products.
2. At least 5 A-C GCSE’s including Maths and English.
3. Excellent communication skills, both written...